Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/14/14 | undisclosed |
Cultivation Capital | undisclosed |
